Event Registration and Billing Preferences

Registration and Billing Preferences must be configured if fees have been assigned or to indicate online registration preferences. Many of these preferences are available when you first set up an event on Step 3 of 3 or all selections may be made after you create the event on the Fees tab.

Preferences include online registration options for members and non-members, available payment methods, general invoice options, and non-members' invoice options (if applicable). In addition, email confirmation notices and email notifications of registration may be specified if desired.

The steps outlined below allow you to set up preferences specific to the event you are working with.

1. On the event's Fees tab, expand the Registration and Billing Preferences section.

   

2. Configure the following options as desired for this event:
   • Online Registration Options - If allowing online registration but you do not select any acceptable methods of payment, upon registration a message will be displayed to registrants that the chamber will contact them regarding the registration fees for this event.
     • Allow members to register online for this event. When this option is selected, you may choose one or more of the following billing options (NOTE: The payment methods selected under this option will be available to Active and Courtesy members.)
       • Allow registrant to make payment with a Credit Card (online only).
       • Allow registrants to request to be Invoiced for fees incurred.
       • Allow registrants to specify that they will pay by Cash or Check at the time of the event.
     • Allow non-members to register online for this event. When this option is selected, you may choose one or more of the following options (NOTE: The payment options selected here will be available to Non-Member, Prospective members, and the general public.
     • Disallow online registrations after. Click the option if you wish to close registration at a certain date and time. Enter the date and time.
     • Allow online registrants to include multiple attendees on a single registration. Click the option to include multiple attendees on a single registration.
     • Send an automatic Registration Confirmation email to consumers registering online. Click this option if you wish to send an automated event registration confirmation. Note: Custom text may be included in the confirmation email. Put the desired custom text in the Chamber Message window in Setup > Event Options and Settings under the Registration and Billing Preferences area.
       • If you have selected Send an automatic Registration Confirmation email to consumers registering online, the Include QR Code in Confirmation email for easy check-in option will be displayed. This option will include a QR Code in the event confirmation. The event confirmation will display a "Print at Home" ticket. At your event, using the Staff App, you can scan the user's QR code right from their smartphone or a printed version of their email. Once scanned, the attendee will immediately be marked as attended in the system.
          

         

       • Send an automatic Registration Notification email to our association at. Click this option and enter the email address to whom an automated email message will be sent when someone registers for the event.
   • Invoice and Receipt Options - the following settings allow you to determine how you wish to track invoices for non-members who pay for event registration with a credit card:
     • Assign non-member invoices or receipts to a single Member. Select this option to assign all invoices to one member (this is best practice). The default member you configured under Setup > Events Options & Settings is displayed. Click the hyperlink to select a different member.
     • Create a new Member for each non-member participant that pays by credit card to assign the invoice/receipt to. Select this option if you want a new member creates for each non-member participant. From the drop-down list, select the member status to be associated with the new member.
   • Credit Card Payment Tracking Options - these options allow you to configure how you wish to track credit card transactions. Your accounting practices will drive your choice.
     • Create a new Invoice and Payment for each Credit Card Payment.
     • Create a new Sales Receipt for each Credit Card Payment.
     • Do not create Credit Card Payment records. (Use this ONLY if you do not want transactions created)
     • Create a new Quick Books Customer for each non-member participant - this is only available for CQI users.
3. Click Save Preferences.